The moment someone says yes to serving, Team Fit automatically handles everything in Planning Center — finding the person, adding a note, updating their profile, and starting your onboarding pipeline.
Every submission triggers a chain of actions in Planning Center — automatically, in the background, without anyone lifting a finger.
Team Fit searches Planning Center for the person by email. If they already exist, it uses their record. If they're new, it creates a full person record with their name, email, and phone — no duplicates, no gaps.
A detailed note is written to the person's PCO profile under your "Team Fit" category — capturing the role they chose, the department, their intent (Join the Team or Try Once), and the submission date.
If you have a custom field named "Team Fit" in PCO, it gets stamped with the role they selected. Makes it easy to filter, report, and search in PCO People. Team Fit detects this field automatically — no ID needed.
If the department has a PCO workflow assigned, the person is automatically added as a card. Your team's onboarding pipeline kicks off the moment they say yes — no manual trigger needed.
Every submission creates a clean, complete record — exactly what your team needs to follow up well.
Setup takes about 10 minutes. Follow the step-by-step guide and your next submission will sync automatically.
Step-by-step setup guide →